Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Five phases to changing unhealthy behaviors.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: Right Now.